Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brook? Claim Your ProfileBrook Holzinger is a registered investment advisor representative, with a focus on providing financial planning and portfolio management services. Brook is currently employed by LPL Financial LLC. Brook has been in the industry since November 3, 2011, and previously worked for Waddell & Reed. Brook is registered with the state of Minnesota and has also been approved for registration in Texas. Brook holds Series 66, 7 and SIE licenses. Brook specializes in retirement planning, college savings, and estate planning. Brook also offers consulting and other non-discretionary advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
07/21/2021 - Present
LPL Financial LLC (EAGAN MN)
MN
11/03/2011 - 07/21/2021
WADDELL & REED (EAGAN MN)
BOTH
Issued 10/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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